Strategic Investment Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Strategic Investment Solutions’s Portfolio JPS Stock Details JPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,024	Closed	-$49.5K	–	1200
2023 Q3	$49.5K	Buy	+8,024	New	+$51K	﹤0.01%	608

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Strategic Investment Solutions's JPS Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 8,024 shares — an estimated $49.5K sold.

Strategic Investment Solutions first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $49.5K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

Strategic Investment Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
Strategic Investment Solutions sold 8,024 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $49.5K.
Strategic Investment Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
Strategic Investment Solutions's Nuveen Preferred & Income Securities Fund position peaked at $49.5K in Q3 2023.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.